Jonathan’s wide-ranging experience (spanning over 28 years) has given him the ability to explain investments in a simple yet logical fashion, making him a tremendous financial adviser.
Jonathan has always been passionate about providing comprehensive, meticulous financial planning advice, so when he established Beckworth in 2001 he ensured that Beckworth had the most robust and diligent processes and he made it his objective to employ the very best possible team – a team which helps with every aspect of investment management. With Beckworth’s tried and tested 14 years of experience in fund management and helping clients, this clearly demonstrates that his diligent approach is working.CloseNext
Jonathan was born in Exeter and is married to Jane (who is an Ophthalmic Optician) and they have two grown up children. When Jonathan is not out and about seeing clients you’ll find him “on the water” (well, mostly on Exmouth’s floating café) or on his motorbike “green laning” around East Devon.
Financial Adviser/Compliance Manager
Louise has over 25 years’ experience in the Financial services industry and joined Beckworth in 2008, having previously worked in banks, building societies and investment companies in a variety of financial roles.
She qualified as an Independent Financial Adviser in 1999 and believes that the most enjoyable part of her job is building and maintaining strong relationships with clients.CloseNextPrevious
Louise was born in Lincolnshire but having lived and worked in Devon for over 30 years, considers it to be her home. She is married to Andrew and they have one grown-up daughter who lives and works in London. Louise enjoys the outdoors and most weekends will find her walking the moors or the coastal paths with Andrew and their chocolate Labrador, Lottie. She is also passionate about Formula 1, attending Grands Prix both in the UK and abroad.
Noemie joined the team in 2014 and has excelled in her studies to become a Paraplanner. She is also a valued member of Beckworth’s Investment Committee which meets monthly to review and select funds for clients’ portfolios.
In her spare time, Noemie has a love of food and experimenting with new recipes. She loves to travel and has been fortunate enough to travel all over the world including a period living in Australia. Now back in her home town of Exeter, she enjoys spending most weekends out and about exploring the UK with friends and family. She likes being active and has recently joined a netball team who play in a local division.CloseNextPrevious
Jessica joined Beckworth in October 2015 as part of the administration team after working in the hospitality sector over the last seven years. Her exceptional customer service skills and enthusiastic attitude have seen her progress very quickly and she now heads up the Administration Department.
Jessica grew up in Nottinghamshire and moved to Devon at the age of 16 along with her close family. After spending three years on the Isles of Scilly, where she met her husband Liam, she decided to make Devon her home in October 2014. She loves spending time with family and friends - be it socialising at one of Devon’s fabulous pubs or restaurants, watching the rugby, heading off on a weekend away, or down on the beach during the summer. In the colder months she is more likely to be found curled up on the sofa with a good book sampling some home cooked food.CloseNextPrevious
Office Accountant and Bookkeeper
Alison brings a background in banking and financial services to the Beckworth team.
When not working on Beckworth projects she can be found wandering the Devon countryside with her Cocker Spaniel.CloseNextPrevious
Website & Social Media Co-ordinator
Maria helps to manage the Beckworth website, video production and a wide range of social media accounts.
Maria was born and brought up in Sidmouth and, after a few years away at university in Birmingham and France, settled back where her heart is, in the South West. She has worked for a range of local organisations managing digital projects. She now lives in Mid-Devon with her young family. She enjoys long runs and short walks. These both help justify the amount of home-made cake she consumes. She plays keyboards and sings in a covers band. Summer weekends find her camping in her VW campervan or gardening amongst her chickens. CloseNextPrevious
Allison is an experienced Paraplanner of over 20 years and has worked both in a freelance and employed capacity. She provides excellent fund review and analysis skills and works alongside Noemie to provide our clients with answers to technical queries and a full review service.
Allison lives in Exmouth with her family and during her spare time can usually be found on the water, sailing for pleasure or racing. She volunteers at her local sailing club as an assistant dinghy instructor and drives and crews on ribs when needed, to provide safety cover when her sons and other members sail.CloseNextPrevious
Allison has travelled extensively within the sailing circuit and enjoys returning home to cook and bake and to enjoy quieter craft-related pastimes.
Gemma has several years' administration experience in the retail sector. She works alongside Jessica to provide a high quality of administration service to our clients.
In her spare time, Gemma loves being out in the open air, whether it's surfing in Cornwall, climbing a mountain in Scotland or growing vegetables in the garden! She grew up in Devon and loves going to the sea or the moors whenever the weather allows. If the rain gets too bad, she can usually be found at home playing her guitar.ClosePrevious